Mutual Funds: BIG DECISION by Sebi - Here is what investors must know
Mutual Funds: SEBI has approved fund houses request to invest in unlisted non-convertible debentures (NCDs) up to a maximum of 10% of the debt portfolio of the scheme.
In a bid to provide flexibility to mutual funds' houses, the Securities and Exchange Board of India (SEBI) has given nod for mutual funds to invest in unlisted non-convertible debentures (NCDs) up to a maximum of 10% of the debt portfolio of the scheme subject to such investments in unlisted NCDs having simple structures as may be notified from time to time, being rated, secured and with monthly coupons. The decision was taken on August 20 SEBI Board meeting held in Mumbai.
SEBI informed about the approval in a written press statement citing, "The Board approved the proposal for amendments to SEBI (Mutual Funds) Regulations, 1996 with respect to prudential norms for Investment and Valuation of Debt and Money Market instruments by Mutual Funds in the Board meeting held on June 27, 2019 subject to the following: The Board decided to give flexibility to mutual funds to invest in unlisted non-convertible debentures (NCDs) up to a maximum of 10% of the debt portfolio of the scheme subject to such investments in unlisted NCDs having simple structures as may be notified from time to time, being rated, secured and with monthly coupons. This shall be implemented in a phased manner by June 2020."
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In this meeting, the SEBI Board also considered the recommendations of the working group constituted for reviewing the SEBI (Foreign Portfolio Investors or FPI) Regulations, 2014 and approved the proposed new set of regulations. The key focus of the proposed regulations is to simplify and rationalize the existing regulatory framework for foreign portfolio investors (FPIs) in terms of easing the operational constraints and compliance requirements. The SEBI Board also approved the norms for migration of companies listed on the Innovators Growth Platform (IGP) to regular trade category of the mainboard.
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